FBM & Practice Strategy Analytics & Operations, Client Segments, Analyst, Wealth Management

Overview

Analyst role in Morgan Stanley Wealth Management Home Office responsible for reporting, analysis, and insights on trends and activities driving results.

What you'll do

• Produce reporting and conduct research with Wealth Management Home Office teams.
• Act as a point person with corporate partners to develop analysis and deliver reports.
• Collaborate with teams in Mumbai, NY/NJ, and Budapest to distribute management reports on a recurring schedule.
• Perform daily, monthly, and quarterly reporting and trend analysis on relevant metrics.
• Develop, implement, and present key data and metrics to senior management.
• Leverage different data sources and methodologies to verify accuracy of outputs.
• Identify key issues, gather data to investigate, and develop actionable recommendations.

What you'll need

• Minimum 1-3 years of Wealth Management or industry experience.
• Bachelor’s degree required.
• Strong organizational, project management, and analytical skills.
• Self-starter with ability to prioritize multiple projects and meet deliverables with strong attention to detail.
• Strong accountability/ownership mindset.
• Effective oral and written communication skills.

Details

• Location: Mumbai, India.